HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$11.3M
3
+$10M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.67M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$6.72M

Top Sells

1
+$7.13M
2
+$6.79M
3
+$6.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.55M
5
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M

Sector Composition

1 Consumer Staples 0.8%
2 Technology 0.65%
3 Energy 0.6%
4 Industrials 0.42%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5K ﹤0.01%
166
152
$12.6K ﹤0.01%
48
153
$9.44K ﹤0.01%
82
-1,668
154
$7.72K ﹤0.01%
153
155
$7.7K ﹤0.01%
302
+1
156
$3.43K ﹤0.01%
47
157
$2.59K ﹤0.01%
31
158
$1.32K ﹤0.01%
27
159
$55 ﹤0.01%
+1
160
$34 ﹤0.01%
+1
161
$13 ﹤0.01%
+1
162
– –
-3,230
163
– –
-7,590
164
– –
-237,759
165
– –
-187,874
3 4 5 6
7